Shulman DeMeo Asset Management’s Gabelli Equity Trust GAB Stock Holding History

Shulman DeMeo Asset Management’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$230K	Sell	44,485 -149	-0.3%	-$836	0.05%	121
2026 Q2	$253K	Sell	44,634 -3,174	-7%	-$17.8K	0.05%	117
2026 Q1	$268K	Sell	47,808 -9,566	-17%	-$57.4K	0.06%	112
2025 Q4	$354K	Sell	57,374 -144	-0.3%	-$874	0.08%	81
2025 Q3	$350K	Sell	57,518 -121	-0.2%	-$726	0.08%	85
2025 Q2	$335K	Sell	57,639 -116	-0.2%	-$646	0.08%	87
2025 Q1	$318K	Sell	57,755 -361	-0.6%	-$1.99K	0.09%	85
2024 Q4	$313K	Hold	58,116	–	–	0.08%	89
2024 Q3	$319K	Sell	58,116 -73	-0.1%	-$394	0.08%	96
2024 Q2	$303K	Sell	58,189 -47	-0.1%	-$253	0.08%	96
2024 Q1	$321K	Sell	58,236 -30	-0.1%	-$159	0.09%	97
2023 Q4	$296K	Sell	58,266 -250	-0.4%	-$1.25K	0.08%	104
2023 Q3	$300K	Sell	58,516 -4	-0%	-$22	0.1%	91
2023 Q2	$339K	Sell	58,520 -220	-0.4%	-$1.23K	0.1%	88
2023 Q1	$337K	Sell	58,740 -140	-0.2%	-$801	0.11%	90
2022 Q4	$323K	Sell	58,880 -634	-1%	-$3.52K	0.11%	93
2022 Q3	$327K	Sell	59,514 -152	-0.3%	-$937	0.12%	88
2022 Q2	$364K	Sell	59,666 -57	-0.1%	-$379	0.12%	87
2022 Q1	$414K	Sell	59,723 -503	-0.8%	-$3.51K	0.11%	87
2021 Q4	$433K	Sell	60,226 -8,210	-12%	-$57.6K	0.11%	83
2021 Q3	$455K	Buy	+68,436	New	+$464K	0.39%	45
2021 Q2	–	Sell	-70,456	Closed	-$470K	–	88
2021 Q1	$470K	Sell	70,456 -6,483	-8%	-$41.4K	0.13%	78
2020 Q4	$472K	Sell	76,939 -1,670	-2%	-$9.62K	0.13%	74
2020 Q3	$391K	Hold	78,609	–	–	0.13%	72
2020 Q2	$387K	Sell	78,609 -368	-0.5%	-$1.68K	0.15%	69
2020 Q1	$336K	Sell	78,977 -2,928	-4%	-$16.1K	0.16%	62
2019 Q4	$488K	Sell	81,905 -352	-0.4%	-$2.09K	0.17%	64
2019 Q3	$481K	Sell	82,257 -171	-0.2%	-$1.02K	0.16%	65
2019 Q2	$498K	Buy	82,428 +11	+0%	+$66	0.18%	57
2019 Q1	$495K	Buy	+82,417	New	+$475K	0.19%	54

Other funds holding GAB

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Shulman DeMeo Asset Management's GAB Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its Gabelli Equity Trust (GAB) stake by 0.33% in Q3 2026, selling an estimated $836 and leaving 44,485 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #121.

Shulman DeMeo Asset Management first reported a position in GAB in Q1 2019 and has held it in 30 quarters since. The position peaked at $498K in Q2 2019. 8 funds tracked by Wall St. Rank hold GAB as of Q3 2026.

Shulman DeMeo Asset Management held 44,485 shares of Gabelli Equity Trust worth $230K as of Q3 2026.
Shulman DeMeo Asset Management sold 149 Gabelli Equity Trust shares in Q3 2026, an estimated $836.
Gabelli Equity Trust made up 0.05% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #121 holding.
Shulman DeMeo Asset Management first reported a position in Gabelli Equity Trust in Q1 2019 and has held it in 30 quarters since.
Shulman DeMeo Asset Management's Gabelli Equity Trust position peaked at $498K in Q2 2019.
8 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.